Tariffs Threaten Retailers’ Inventory Discipline


Consumers have months to decide what to buy for Christmas. Retailers are deciding now, so a new round of proposed tariffs on Chinese products couldn’t have come at a worse time.

President Donald Trump has threatened to put tariffs on $200 billion worth of Chinese imports. Retailers have a tough choice—order early to beat the penalties, which the White House says won’t take effect for at least two months, and run the risk of ending up with excess inventory. Or they can wait and risk paying the higher costs if the tariffs do…


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